When managing investments, understanding the difference between viewing 25 crores as an isolated sum versus as part of a 100-crore portfolio is crucial. The same amount of money can be approached very differently depending on the context in which it’s managed.

The company operates a solid model by adding and leasing towers to telecom operators, generating recurring revenue for over 10 years.

Texmaco Rail & Engineering, a leader in freight wagons, is set for significant growth due to benefits from Dedicated Freight Corridors (DFC) and government rail initiatives. With a strong order book, expansion into passenger wagons, and the demerger of its Rail EPC business, Texmaco is positioned to enhance profitability and margins.

Archean, India's top bromine and industrial salt exporter, is diversifying into bromine derivatives via Acume Chemicals, expanding bromine capacity to 42,500 TPA. The company is boosting salt production with a new washery and entering semiconductor manufacturing through SiCSem. ACIL's acquisition of Oren Hydrocarbons enhances its drilling fluids portfolio.

The company operates a solid model by adding and leasing towers to telecom operators, generating recurring revenue for over 10 years.